Money Purchase · DOL Form 5500 · 2023
Advantagecare Physicians, P.C. Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $28,666
- Avg per participant Low balance/head
Official DOL plan name: Staten Island Physician Practice, P.C. Union Employees Pension Plan · Sponsored by Advantagecare Physicians, P.C. · New York · Healthcare & Social Assistance
$6M in assets, 225 participants
Advantagecare Physicians, P.C.'s Staten Island Physician Practice, P.C. Union Employees Pension Plan reported $6M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,626 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Staten Island Physician Practice, P.C. Union Employees Pension Plan covers 225 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $6M.
- #9,626
- in Healthcare & Social Assistance (17,684 peers)
- +16.9%
- assets growth YoY
Staten Island Physician Practice, P.C. Union Employees Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Staten Island Physician Practice, P.C. Union Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,449,891 49th percentile higher than 49% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Staten Island Physician Practice, P.C. Union Employees Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Staten Island Physician Practice, P.C. Union Employees Pension Plan sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Staten Island Physician Practice, P.C. Union Employees Pension Plan reported net income rose from -$850K in the plan year 2022 filing to $935K in the plan year 2023 filing.
- Staten Island Physician Practice, P.C. Union Employees Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Staten Island Physician Practice, P.C. Union Employees Pension Plan reported participants fell from 232 in the plan year 2022 filing to 225 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 460970995 · Advantagecare Physicians, P.C. PY 2023 · Money Purchase
Staten Island Physician Practice, P.C. Union Employees Pension Plan · $6M · 225 · 49th
- ASSETS $6M
- ASSETS 225
- ASSETS 49th
- ASSETS Money Purchase
- ASSETS near O.P.C.M.I.a. Local 561 Retirement Plan
- ASSETS ind #9626
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →
Staten Island Physician Practice, P.C. Union Employees Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $935K |
| Employer EIN | 460970995 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advantagecare Physicians, P.C.)
Sponsor-wide plan assets over time
All Advantagecare Physicians, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $375M 27.716410319363888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,292 | $294M |
| 2023 | 3 | 2,231 | $342M |
| 2024 | 3 | 2,030 | $375M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Staten Island Physician Practice, P.C. Union Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is O.P.C.M.I.a. Local 561 Retirement Plan in IN ($6M); by covered participants it is Irish Davis-Bacon Pension Plan and Trust in CA (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.